Connect Surveys
To Your Core

Send Surveys Effortlessly

Set up surveys to go out after trigger events and start building feedback loops to improve your internal processes. Responses are automatically updated in real time, providing insight into areas like your onboarding process and account opening procedures.

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Unlimited Survey Templates

Craft the perfect survey using pre-built templates, an industry standard question bank, and your own custom questions and follow-ups. Your branded surveys will look great on any device and we never charge you for creating a new survey template.


Get Hassle-Free Insights

Dive into response data and take action without having to manually move data around. Core iQ connects survey responses back to account holders so you don't have to. Visualized your survey response data using our Survey Response Dashboard which can be easily exported for presentations and board packages.

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Want to learn more? Learn how our customers are closing the loop with Core iQ surveys.

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Create Lists in Seconds

Build custom lists of people to survey based on the products they have, account activity, even things like age and assigned branch. Or upload a list from another data system to send out a group survey for any occasion.

Survey Templates

New Account Survey Template for Financial Institutions

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Why: Learn how new account holders feel about you
account_box
Who: New account holders
assignment
What: Click through for survey questions
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When: One to two days after new account opening

Market Reputation or NPS Survey Template for Financial Institutions

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Why: Learn if account holders will recommend you
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Who: Account holders with specific products
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What: Click through for survey questions
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When: At least 90 days after new account opening

Lost Account Survey Template for Financial Institutions

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Why: Learn the reason behind a closed account
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Who: Account holders who have closed their accounts
assignment
What: Click through for survey questions
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When: One to two days after account closure